• Commercial & Treasury Management Support Specialist II

Primary Responsibilities

• Provides superior client experience in a professional and responsive manner for both internal and external customers, ensuring accuracy, quality and expediency through various communication channels; e.g., phone or written channels.
• Fulfillment of the customer product/system configuration maintenance request received through case/ticketing system
• Coordinates with assigned approvers to facilitate rapid decisions on behalf of clients for file limit increases for Products, while also maintain established risk management controls.
• Collaborates effectively and proactively with internal departments, such as applications, supervisors, and sales partners.
• Supports the integration of technological solutions into customers’ business operations by understanding needs, training on best practices, straightforward communication, and by facilitating the change process so customers rapidly gain confidence and proficiency on systems.
• Maintains diligent awareness of risks – including ACH rules, payments risk, UCC laws and FFIEC guidance as well as user authentication best practices for online banking services.
• Coordinates numerous internal and third-party vendor applications.
• Communicates to customer their specific product configurations, customer procedures and other information as needed to assist with customer inquiries, including gathering information and leading the client using troubleshooting techniques to determine the source of error and finding resolution, with maximum client satisfaction
• Troubleshoots technical and operational issues of larger value or scope.
• Resolves file format issues with file upload/downloads for payment applications that integrate with clients’ accounting systems.
• Performs necessary system configuration maintenance to fulfill customer requests and maintains existing company products and update as requested by the company authorized individuals.
• Serves as liaison with internal Business Accounts Team to manage the collection of commercial deposit account opening documentation needed.
• Partners with TM Sales Officers to meets with customers to present banking solutions and share best practices at customer relationship review meetings.
• Maintains direct strong consultative relationships with clients to ensure the growth of the TM Business, identifies and proposes to clients product improvements and solutions that may be helpful to assigned high value clients and promotes established products and services appropriate to meet customer requirements.
• Supports lead and liaison to the TM implementation process, working collaboratively to ensure product/service implementation and client training is completed timely and to the clients’ satisfaction.
• Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

Secondary Responsibilities

• Performs other duties as assigned.

Management Responsibilities

• This job has no management responsibilities.

Qualifications

• Bachelors Accounting, Business Administration/Management, Finance preferred or
• equivalent work experience required
• 3-5 years experience in a related business function or industry required
• prior experience implementing TM systems and solutions of moderate complexity required
• Demonstrated technology skills with online banking/payments applications; ability to work with and decipher file formats for ACH/positive pay, BAI, lockbox and experience with QuickBooks integration; ability to work with customer file specifications and system outputs to reconcile business need required
• Demonstrated problem solving ability through interaction with clients and business partners required
• Excellent verbal and written communication skills required
• Ability to mobilize internal resources to resolve issues required
• Strong interpersonal and relationship building skills required
• Strong analytical ability with attention paid to detail required
• Strong organization and prioritization skills required
• Proven ability to manage multiple priorities effectively required

Scheduled Weekly Hours:

Tim Type:

The targeted salary for this role is:

You may also be offered incentive compensation, and benefits. Benefits may include Medical, Dental, Vision, 401(k), Health Savings Account, Paid Time Off.  Actual compensation may vary based on geographic location of the specific role as well as work experience, education, and skills of the selected candidate.